Sales Management System
Abstract
A method includes receiving a set of seller records, each seller record corresponding to one or more transactions between a seller and one or more customers. The method includes associating seller metrics with the seller records. Each seller metric includes a quantitative representation of transactions between the seller and the one or more customers. Each transaction includes selling at least one of a service or merchandise of the seller to a customer. The method includes receiving a report type defined as a parts report or a loyalty report. The method includes analyzing the seller records in the data store based on the report type, the seller metrics, and seller information in the data store; generating a report based on the report type and the seller metrics; and displaying the report on a display in communication with the data processing device.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A method comprising:
receiving, at a data processing device, a set of seller records, each seller record corresponding to one or more transactions between a seller and one or more customers; storing, in a non-transitory data store in communication with the processing device, the seller records; associating seller metrics with the seller records, each seller metric comprising a quantitative representation of transactions between the seller and the one or more customers, each transaction comprising selling at least one of a service or merchandise of the seller to a customer; receiving, at the data processing device, a report type defined as a parts report or a loyalty report, the parts report associated with a number of merchandise sold by the seller to the one or more customers, the loyalty report associated with merchandise bought by the seller from a manager; analyzing the seller records in the data store, using the data processing device, based on the report type, the seller metrics, and seller information in the data store; generating, using the data processing device, a report based on the report type and the seller metrics; and displaying the report on a display in communication with the data processing device.
2 . The method of claim 1 , further comprising:
receiving, at the processing device, a user name and a password; authenticating the user name and password by comparing the user name and password with a user name and password previously stored in the data store; and determining a report type based on the user name and password.
3 . The method of claim 1 , further comprising grouping the seller records into modules, the modules defined as categorizing seller records based on one or more metrics.
4 . The method of claim 1 , wherein the merchandise includes vehicles, vehicle parts, and vehicle accessories, and the seller is a vehicle dealership.
5 . The method of claim 4 , wherein the merchandise is associated with one or more vehicle brands.
6 . The method of claim 1 , further comprising analyzing the seller records in the data store, using the data processing device, based on one or more dimensions, the dimensions defined as data elements categorizing the seller metrics of the seller records into non-overlapping regions.
7 . The method of claim 1 , wherein the seller information defines information associated with the seller, the seller information including at least one of:
seller master data including a seller name and a seller address; a seller purchase objective defining an amount of sales within a period of time; a part master file defining vehicle part numbers; a part item categories file; a seller purchases file defining purchases made by the seller from the manager; a seller vehicle-in-operation file defining a number of vehicles sold by the seller to customers that are on the road; an area and region master file defining area and region codes associated with seller locations; or a tactical segment master file defining merchandise classification.
8 . The method of claim 1 , wherein the loyalty report comprises at least one of:
a comparison of sales of a first seller and sales of a second seller during a time period, a region, or an area; a comparison of sales of a seller during a first time period and a second time period; or a comparison of sales of a seller of a first merchandise and a second merchandise.
9 . The method of claim 1 , wherein the parts report comprises a total number of sales corresponding to at least one of: a period of time, a seller geographical region; or a specific brand.
10 . A system comprising:
a non-transitory data store; and a data processing device in communication with the data store, the data processing device executing a set of instructions that cause the data processing device to:
receive a set of seller records, each seller record corresponding to one or more transactions between a seller and one or more customers;
store the seller records in the data store;
associate seller metrics with the seller records, each seller metric comprising a quantitative representation of transactions between the seller and the one or more customers, each transaction comprising selling at least one of a service or merchandise of the seller to a customer;
receive a report type defined as a parts report or a loyalty report, the part report associated with a number of merchandise sold by the seller to the one or more customers, the loyalty report associated with merchandise bought by the seller from a manager;
analyze the seller records in the data store based on the report type, the seller metrics, and seller information in the data store;
generate a report based on the report type and the seller metrics; and
displaying the report on a display in communication with the data processing device.
11 . The system of claim 10 , wherein the data processing device:
receives a user name and a password; authenticates the user name and password by comparing the user name and password with a previously stored user name and password; and determines a report type based on the user name and password.
12 . The system of claim 10 , wherein the data processing device groups the seller records into modules, the modules defined as categorizing seller records based on one or more metrics.
13 . The system of claim 10 , wherein the merchandise includes vehicles, vehicle parts, and vehicle accessories, and the seller is a vehicle dealership.
14 . The system of claim 13 , wherein the merchandise is associated with one or more vehicle brands.
15 . The system of claim 10 , wherein the data processing device analyzes the seller records in the data store, using the data processing device based on one or more dimensions, the dimensions defined as data elements categorizing the seller metrics of the seller records into non-overlapping regions.
16 . The system of claim 10 , wherein the seller information defines information associated with the seller, the seller information includes at least one of:
a seller master data defining one or more seller information including a seller name and a seller address; seller purchase objective defining an amount of sales within a period of time; a part master file defining vehicle part numbers; part item categories file; a seller purchases file defining purchases made by the seller from the manager; seller vehicle-in-operation file defining a number of vehicles sold by the seller to customers that are on the road; area and region master file defining area and region codes associated with seller locations; or tactical segment master file defining merchandise classification.
17 . The system of claim 10 , wherein the loyalty report comprises at least one of:
a comparison of sales of a first seller and sales of a second seller during a time period, a region, or an area; a comparison of sales of a seller during a first time period and a second time period; or a comparison of sales of a seller of a first merchandise and a second merchandise.
18 . The system of claim 10 , wherein the parts report comprises a total number of sales corresponding to at least one of: a period of time, a seller geographical region; or a specific brand.Join the waitlist — get patent alerts
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